See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,002 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $8,671 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $4,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,627 | $42,901-47.3% | $91,220-75.2% | $64,808-65.1% |
| Participation rate | 96.0% | 68.1%+27.8pp | 73.2%+22.8pp | 71.5%+24.5pp |
| Annual return | -12.22% | -13.53%+1.3pp | 114.01%-126.2pp | 32.82%-45.0pp |
| Employer contribution / active EE | $4,917 | $1,571+213.0% | $2,850+72.5% | $2,506+96.2% |
| Participant deferral / active EE | $6,483 | $3,501+85.2% | $4,234+53.1% | $4,310+50.4% |
| Admin fee / account holder | $83 | $131-36.7% | $5,420-98.5% | $188-55.8% |